See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,073 | $62,573+218.1% | $85,682+132.3% | $85,850+131.9% |
| Participation rate | 59.0% | 61.1%-2.2pp | 69.9%-10.9pp | 69.3%-10.3pp |
| Annual return | 10.38% | 23.77%-13.4pp | 21.49%-11.1pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,862 | $1,757+6.0% | $2,618-28.9% | $2,565-27.4% |
| Participant deferral / active EE | $3,534 | $2,802+26.1% | $3,923-9.9% | $3,952-10.6% |
| Admin fee / account holder | $6,577 | $4,640+41.7% | $6,873-4.3% | $6,260+5.1% |